KCS - Is There a Report That Shows Everything a Client Has Paid

Objective:

  • I want a report that shows the total amount that a client has paid for a given time period.

Environment:

  • Clio Web App

Additional Information:

For a Client Facing Report that does not contain the amounts reimbursed to each attorney, please use the Billing History Report.

Answer:

The Invoice Payments Report shows all the payments a client has made, as well as the total at the bottom of the report.

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